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Oracle's stock has been weighed down by fears of overspending on AI, but Bernstein believes the company's big bet is on track to pay off Bernstein expects Oracle's free cash flow to rise to $212 ...
But the company is smaller than rivals like Amazon, and its core database business faces competitive pressure. The company employed 162,000 people as of May 2025. Cutting 20,000 to 30,000 employees ...